On the Fast Track: Growth and Succession for Your Practice

Accelerate your practice and get on the fast track to success. Concord Wealth Partners invites you to an exclusive working lunch designed for growth-oriented financial advisors at the Nashville Fairgrounds Speedway during the All American 400 Race Weekend.

This complimentary event is your opportunity to learn how to scale your business by offloading the burden of wearing all the hats in your practice. Our mission is to become our advisors' most trusted resource by helping them increase their AUM and lighten their day-to-day operations so they can focus on client experience and themselves.

What to Expect:

Practice Management: Get actionable strategies to address common pain points in managing your book of business, including an inside look into our Client Classification Framework. This section is led by Scott Hamilton. Scott is a seasoned coach and consultant from Pareto Systems. He has worked with advisors at all levels, including multi-billion-dollar teams.

Expert Insights: CEO J. Wade Lopez will lead a discussion on "Love Affair Marketing" as well as strategies for practice growth and succession planning. Todd Williams will then provide key insights on valuations, helping you better understand, measure, and maximize the worth of your practice.

Exclusive Experience: Enjoy a complimentary working lunch and a VIP, behind-the-scenes look at the racetrack. This event is a prime example of our "Love Affair Marketing" philosophy—tying your interests and business together to create deep loyalty and a richer experience. As a special thank you for joining us, all attendees will receive complimentary passes for the race on Sunday.

Event Details:

• Date: Friday, November 7th
• Time: 11:00 AM – 1:30 PM
• Location: Nashville Fairgrounds Speedway
• Dress Code: Business Casual

Spaces are limited to ensure a valuable, personalized experience. RSVP today to secure your spot and discover how to achieve your vision by integrating with us.

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Host or Publisher Concord Wealth Partners